LWM

Liberty Wealth Management Portfolio holdings

AUM $638M
1-Year Est. Return 13.75%
This Quarter Est. Return
1 Year Est. Return
+13.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.6M
3
+$1.34M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.05M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$995K

Top Sells

1
+$265K
2
+$121K
3
+$103K
4
T icon
AT&T
T
+$89.6K
5
MSFT icon
Microsoft
MSFT
+$82.7K

Sector Composition

1 Technology 18.08%
2 Consumer Discretionary 3.55%
3 Financials 3.14%
4 Healthcare 2.76%
5 Communication Services 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$272K 0.16%
872
-108
77
$267K 0.16%
+11,353
78
$262K 0.15%
2,725
-7
79
$258K 0.15%
1,858
+558
80
$253K 0.15%
3,648
+2,444
81
$244K 0.14%
2,436
-39
82
$232K 0.14%
933
83
$231K 0.14%
2,456
-24
84
$228K 0.13%
2,584
+134
85
$224K 0.13%
2,832
-481
86
$215K 0.13%
2,591
+113
87
$215K 0.13%
1,367
-164
88
$214K 0.13%
1,296
+1
89
$214K 0.13%
2,002
-19
90
$212K 0.13%
1,281
-188
91
$207K 0.12%
3,041
-3,898
92
$206K 0.12%
5,652
+22
93
$204K 0.12%
3,532
+2,652
94
$203K 0.12%
5,822
-2,960
95
$201K 0.12%
1,560
+507
96
$198K 0.12%
2,280
+529
97
$196K 0.12%
997
+23
98
$193K 0.11%
5,625
-104
99
$193K 0.11%
18,763
-6,288
100
$191K 0.11%
689
-163
2 3
4
5 6